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Strategic Investment Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strategic Investment Solutions’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31K Hold
128
– – 0.01% 303
2026
Q1 		$27.4K Buy
+128
New +$28K 0.01% 305
2023
Q4 		– Sell
-666
Closed -$105K – 1151
2023
Q3 		$105K Buy
+666
New +$106K ﹤0.01% 552

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Strategic Investment Solutions's IWD Position: Q2 2026 in Review

Strategic Investment Solutions held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 128 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #303.

Strategic Investment Solutions first reported a position in IWD in Q3 2023 and has held it in 3 quarters since. The position peaked at $105K in Q3 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Strategic Investment Solutions held 128 shares of iShares Russell 1000 Value ETF worth $31K as of Q2 2026.
  • Strategic Investment Solutions left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #303 holding.
  • Strategic Investment Solutions first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 3 quarters since.
  • Strategic Investment Solutions's iShares Russell 1000 Value ETF position peaked at $105K in Q3 2023.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.